"I bring curiosity to each interaction. My purpose is to truly come to appreciate the situation, needs and objectives of each family member I work with, such that their goals become mine"
25
Years of experience in Investment Management
PROFESSIONAL HIGHLIGHTS
Career focused on serving the varied needs of enterprising families
Expertise focused on managing ultra-high-net-worth client relationships
Wealth management experience working with estates, trusts, and family partnerships
Served as part of the Executive Leadership Team at Community Bank & Trust in Waterloo
Oversaw the wealth management team and was coordinator for the Partners in Education Program at Community Bank & Trust
Possesses strong fiduciary and planning experience
Passion for delivering a high level of administrative support for families’ day-to-day needs
Member of the Black Hawk Estate Planning Council; Board of Director at Grout Museum; Board of Director at Cedar Valley Arboretum and Botanic Garden; and Member of UNI Foundation Advisory Council
Holds the Certified Trust and Fiduciary Advisor (CTFA) designation, among the highest distinctions in wealth management and trust services
